The Bull Case for Large Banks

May 15, 2024  | Premium Service | There has been a lot of worrying about smaller banks with outsized exposure to commercial real estate, yet the larger performers in the bank group are marching higher and have been for the past year and more. Big banks have big CRE exposures, too. So what drives this marvelous progression up the wall of worry? Revenue growth? Equity manager angst? No, big is better. But big and superlative is even better.

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